Procore – Microsoft Teams 2-Way Sync Document Integration
- Securely bridge your team that works in Procore with those who work in Microsoft Teams.
- Migrate your documents and data from Microsoft Teams to Procore for rapid onboarding.
ProCore and MS Teams Integration Solution Overview
This solution is a suite of web services hosted on Microsoft Azure and it will keep a real-time synchronization between a mapping of 1 Procore project document module to 1 Microsoft Teams project document library.
Achieve near real-time synchronization between MS Teams & ProCore
Files sync in near real-time (within seconds) and the tool mirrors the exact actions taken with documents in one system and they are mirrored to the other system. Security rights are fully respected in both systems and the integration does not change the rights of any user or group.
SharePoint and OneDrive documents are also synced because they synchronize with the same APIs if we configure your Office365 ecosystem for you.
Free up your teams to focus on value-added work
The result is that your files are migrated to Procore, backed up from Procore and both teams have the exact same set of the most up to date documents at all times so your teams are always “on the same page” and “singing off the same song sheet”. The integration takes away the risk, worry, and busywork associated with trying to keep both teams informed regarding the most recent document updates on a project.
Problems It Solves
Some users are in Microsoft Teams and some users are in Procore. And they don’t want to login to 2 places. So they can use their tool of choice and be confident all the information and documents is available to both sets of users in MS Teams and Procore.
How It Works
- Tell us how many projects in Procore need to be integrated to MS Teams
- We will install the integration in Office365 and Procore for you
- We will map 1 Procore project document module to 1 MS Teams Group or Channel file library
- We activate and test the sync for you
- Then you are Live!
- Document Folders, Files, and Metadata will begin to be mirrored in real-time for the duration of the project
- Archive a project and deactivate the integration so you can use the same license for the next project
If you have any further questions, feel free to reach out.
Management Console Video Demo
We use this console to connect your MS Team group or Team channel file library to Procore. See how we do it from beginning to end. From how you:
- Create a Team
- Install the app
- Authenticate the App in Office365 and Procore
- Connect Team to Procore project
- Activate the sync
We can train you how to do it so you can be self sufficient at adding and removing Teams to the Procore integration.
Need More Help?
HingePoint can add on Procore consulting and development solutions to maximize your Microsoft products (SharePoint, Office 365, Dynamics 365, Power BI, Azure) features to create seamless workflows across (and within) departments online and on mobile devices. And of course, we can help with MS Teams architecture and systems design.
Custom integration with other documents management and external systems are possible. Please ask!
As Procore Certified Consultants, We Help You Integrate Procore With Your Other Enterprise Systems
What does this solution do?
With the Microsoft Teams Suite of Integration Services by HingePoint (built in the Azure cloud) you can Securely sync Documents from Microsoft (MS) Teams and Procore in real-time. Migrate your documents project documents from MS Teams to Procore for rapid onboarding. Back up Procore Documents to MS Teams for safekeeping. Leverage the power of microsoft Office365 so it also works on Desktop, Browser, and Mobile documents. Save your Documents from Explorer, OneDrive, SharePoint, or Teams and they will sync with Procore and also login to only 1 place to save files either a) Procore or b) MS Teams.
What are the system requirements?
Procore: CORE OS Tools and Microsoft Teams (Files and Documents folders for Teams and Channels on the Office 365 MS Teams App, Desktop App, and Mobile App)
Do you offer a demo?
Procore – Microsoft Teams 2-Way Sync Document Integration Demo!
Management Console Demo!
Where can I purchase the product?
You can purchase the product on the Procore Marketplace
Do you offer support?
File Sync Product Support and Training
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